Digital Marketing Consultation Form Template
Walking into a strategy call blind costs you the deal. Prospects expect a point of view within the first ten minutes — which means their website, channel history, and goals should already be sitting in your inbox before the call begins. This form does that job.
Why Agencies Use a Pre-Call Intake
It filters tire-kickers. Budget and timeline prompts separate serious buyers from casual browsers, so your calendar fills with qualified conversations only.
It makes the first call feel like the second meeting. You review their situation in advance and arrive carrying hypotheses instead of questions.
It feeds your audit. Website URL, current channels, and stated pain points are the raw material for the audit you will present as your opening deliverable.
The Intake Structure
The business. Company name, industry, and primary contact — contact info fields capture name, email, and phone number in a single step.
The storefront. Their website URL plus any key landing pages or online store.
The channel mix. What they run today — paid search, social, email, SEO, content — and roughly what monthly spend looks like. A dropdown question keeps answers standardized so leads are easy to compare side by side.
The gaps. Open-text prompts covering what is working, what is broken, and what previous agencies did or failed to deliver.
The commercial frame. Growth targets, budget expectations, and buying timeline.
Attribution for Your Own Funnel
This form is itself a lead funnel, so measure it like one. Append UTM parameters to your form link using the UTM builder tool, then capture them silently with hidden fields — every submission arrives tagged with its source, revealing which channel brings clients who actually convert.
To build out the rest of your agency funnel, browse the marketing templates category or study the complete capture-to-qualification flow in the lead generation use case.
Frequently Asked Questions
How do I ask about budget without scaring prospects off?
Ask for a range rather than a number, and mark the question optional. Ranges lower the psychological barrier while still sorting leads into tiers you can act on.
Should this form replace the discovery call?
No — it replaces the boring part of it. The form handles facts; your call handles nuance. Agencies that send intake forms ahead routinely cut discovery calls in half.
Can I score or rank incoming leads automatically?
Yes. Assign variable values based on answers such as budget tier, timeline urgency, and service fit, so every submission arrives pre-scored and sales attention goes to the hottest prospects first.